See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,947 | $45,863-76.1% | $77,024-85.8% | $68,494-84.0% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -16.16% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,907 | $1,650+76.2% | $2,812+3.4% | $2,596+12.0% |
| Participant deferral / active EE | $6,946 | $2,962+134.5% | $4,426+56.9% | $4,027+72.5% |
| Admin fee / account holder | $1,401 | $3,041-53.9% | $5,425-74.2% | $5,403-74.1% |